Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,853 | $61,660-58.1% | $80,022-67.7% | $64,173-59.7% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -5.95% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,823 | $1,810+0.7% | $2,468-26.1% | $2,381-23.4% |
| Participant deferral / active EE | $4,965 | $2,968+67.3% | $3,686+34.7% | $3,470+43.1% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |